Filed November 29, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,382 | $183,963-25.9% | $162,163-15.9% | $152,861-10.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.41% | 150.76%-143.4pp | 115.59%-108.2pp | 345.32%-337.9pp |
| Employer contribution / active EE | $3,204 | $6,371-49.7% | $5,614-42.9% | $4,762-32.7% |
| Participant deferral / active EE | $910 | $8,034-88.7% | $7,298-87.5% | $5,850-84.4% |
| Admin fee / account holder | $26,721 | $13,121+103.6% | $10,843+146.4% | $11,596+130.4% |